Roshan Punjabi and Avi Upreti join Guggenheim Securities to


NEW YORK, Aug. 11, 2021 (GLOBE NEWSWIRE) – Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, today announced that Roshan Punjabi and Avi Upreti have joined the company as chief executives for expand its FinTech investment banking practice and focus on advising payment, software, insurance, data and security companies in the industry. MM. Punjabi and Upreti are based in Guggenheim’s New York office.

Mr. Punjabi joins Guggenheim from Moelis, where he served as Executive Director of its FinTech Investment Banking group. Prior to joining Moelis, Mr. Punjabi was a member of the FinTech Investment Banking groups at Deutsche Bank and Jefferies. He started his career in investment banking at Willis Towers Watson, where he covered insurance companies. Mr. Punjabi holds a BS in Finance from Pennsylvania State University.

Mr. Upreti also comes to Guggenheim from Moelis, where he served as Executive Director of its FinTech Investment Banking group. Prior to joining Moelis, Mr. Upreti was a member of the FinTech Investment Banking group at Deutsche Bank and started his career in technology strategy at Thomson Reuters. Mr. Upreti holds an MBA from the Fuqua School of Business at Duke University and a BS in Electrical Engineering and Mathematics from Fairleigh Dickinson University.

“Focusing on the development of technology is at the heart of everything we do at Guggenheim,” said Mark Van Lith, CEO of Guggenheim Securities and head of investment banking. “Roshan and Avi are at the forefront of advising emerging companies in the FinTech industry, and their addition to Guggenheim will further strengthen our ability to provide world-class advice to clients in this important area. We look forward to their continued success at the Guggenheim.

About Guggenheim Securities

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: advisory, financing, sales and trading, and research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco and Houston. For more information, please contact us at [email protected] or 212.518.9200.

About Guggenheim Partners

Guggenheim Partners is a global investment and advisory firm with more than $ 325 billion1 in assets under management. In our three core businesses of investment management, investment banking and insurance services, we are used to delivering results through innovative solutions. With more than 2,300 professionals based in offices around the world, our commitment is to advance the strategic interests of our clients and deliver long-term results with excellence and integrity. We invite you to learn more about our expertise and values ​​by visiting GuggenheimPartners.com and follow us on Twitter at twitter.com/guggenheimptnrs.

* Assets under management are as of 6/30/2021 and include advisory services for clients with assets valued at approximately $ 78 billion.

Media contact

Steven lee
Guggenheim Partners
212.293.2811
[email protected]



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